A detailed history of Independent Wealth Network Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Independent Wealth Network Inc. holds 1,609 shares of JPM stock, worth $338,533. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,609
Previous 1,545 4.14%
Holding current value
$338,533
Previous $309,000 5.18%
% of portfolio
0.16%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $11,525 - $13,106
64 Added 4.14%
1,609 $325,000
Q1 2024

May 20, 2024

BUY
$167.09 - $200.3 $258,154 - $309,463
1,545 New
1,545 $309,000
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $2,985 - $3,746
-22 Reduced 1.53%
1,417 $241,000
Q3 2023

Oct 11, 2023

SELL
$143.21 - $158.0 $132,755 - $146,466
-927 Reduced 39.18%
1,439 $208,000
Q2 2023

Jul 12, 2023

BUY
$127.47 - $145.44 $4,588 - $5,235
36 Added 1.55%
2,366 $344,000
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $15,988 - $18,406
128 Added 5.81%
2,330 $303,000
Q4 2022

Jan 25, 2023

SELL
$101.96 - $137.84 $304,044 - $411,038
-2,982 Reduced 57.52%
2,202 $0
Q3 2022

Oct 17, 2022

SELL
$20.73 - $120.58 $497 - $2,893
-24 Reduced 0.46%
5,184 $542,000
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $5,630 - $6,795
50 Added 0.97%
5,208 $586,000
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $9,622 - $12,633
75 Added 1.48%
5,158 $703,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $51,877 - $57,889
337 Added 7.1%
5,083 $805,000
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $697,519 - $792,487
4,746 New
4,746 $809,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $617B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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